| Hemington Wealth Management | 7 | $0 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2 | $120 | 0.00% | +2 | New |
| Salomon & Ludwin, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 4 | $241 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 4 | $245 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 5 | $301 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5 | $301 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $302 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 6 | $361 | 0.00% | +6 | New |
| Palisade Asset Management, LLC | 6 | $362 | 0.00% | +6 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $422 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $422 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $482 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8 | $482 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $508 | 0.00% | −79−96.3% | Reduced |
| Montag A & Associates Inc | 9 | $542 | 0.00% | +9 | New |
| Signaturefd, LLC | 9 | $566 | 0.00% | +9 | New |
| HM Payson & Co | 10 | $603 | 0.00% | +10 | New |
| Kilter Group LLC | 12 | $723 | 0.00% | +8+200.0% | Added |
| Creative Financial Designs Inc | 12 | $729 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $773 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 15 | $903 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $1.02K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $1.02K | 0.00% | +17 | New |
| JPL Wealth Management, LLC | 17 | $1.02K | 0.00% | +17 | New |
| Principia Wealth Advisory, LLC | 21 | $1.26K | 0.00% | +14+200.0% | Added |
| Zions Bancorporation, National Association | 22 | $1.32K | 0.00% | +14+175.0% | Added |
| North Star Investment Management Corp. | 23 | $1.39K | 0.00% | +23 | New |
| Geneos Wealth Management Inc. | 25 | $1.51K | 0.00% | −487−95.1% | Reduced |
| MPWM Advisory Solutions, LLC | 27 | $1.63K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 27 | $1.63K | 0.00% | +27 | New |
| Ameritas Advisory Services, LLC | 30 | $1.81K | 0.00% | −124−80.5% | Reduced |
| Binnacle Investments Inc | 32 | $1.93K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 34 | $2.01K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 34 | $2.08K | 0.00% | +7+25.9% | Added |
| True Wealth Design, LLC | 36 | $2.17K | 0.00% | +36 | New |
| ORG Partners LLC | 37 | $2.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $2.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $2.36K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 42 | $2.53K | 0.00% | +42 | New |
| Morse Asset Management, Inc | 46 | $2.77K | 0.00% | +46 | New |
| Salem Investment Counselors Inc | 47 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $2.89K | 0.00% | −2−4.0% | Reduced |
| GW&K Investment Management, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $3.13K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 62 | $3.73K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 62 | $3.76K | 0.00% | +15+31.9% | Added |
| City Holding Co | 68 | $4.09K | 0.00% | +68 | New |
| Albion Financial Group | 70 | $4.22K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 78 | $4.70K | 0.00% | +78 | New |
| ORG Wealth Partners, LLC | 80 | $4.82K | 0.00% | +80 | New |
| CVA Family Office, LLC | 82 | $4.94K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 82 | $4.94K | 0.00% | +81+8,100.0% | Added |
| UMA Financial Services, Inc. | 87 | $5.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 93 | $5.60K | 0.01% | +39+72.2% | Added |
| Alerus Financial NA | 97 | $5.84K | 0.00% | +97 | New |
| Washington Trust Advisors, Inc. | 101 | $6.08K | 0.00% | +68+206.1% | Added |
| WPG Advisers, LLC | 102 | $6.14K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 114 | $6.87K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 150 | $9.03K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 159 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 267 | $12.1K | 0.00% | +267 | New |
| WealthCollab, LLC | 206 | $12.4K | 0.01% | +66+47.1% | Added |
| Bell Investment Advisors, Inc | 210 | $12.6K | 0.00% | −14−6.3% | Reduced |
| LRI Investments, LLC | 232 | $14.0K | 0.00% | +72+45.0% | Added |
| First Horizon Corp | 233 | $14.0K | 0.00% | +233 | New |
| Allworth Financial LP | 257 | $15.5K | 0.00% | +136+112.4% | Added |
| Root Financial Partners, LLC | 262 | $15.8K | 0.00% | +262 | New |
| Rexford Capital Inc | 268 | $16.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 272 | $16.4K | 0.00% | −22−7.5% | Reduced |
| Parkside Financial Bank & Trust | 293 | $17.6K | 0.00% | −300−50.6% | Reduced |
| Frazier Financial Advisors, LLC | 309 | $18.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 322 | $19.4K | 0.00% | −38−10.6% | Reduced |
| TD Waterhouse Canada Inc. | 369 | $21.8K | 0.00% | +7+1.9% | Added |
| Larson Financial Group LLC | 396 | $23.8K | 0.00% | +321+428.0% | Added |
| Caitong International Asset Management Co., Ltd | 419 | $25.2K | 0.02% | +153+57.5% | Added |
| Northwestern Mutual Wealth Management Co | 432 | $26.0K | 0.00% | −126−22.6% | Reduced |
| USA Financial Portformulas Corp | 437 | $26.3K | 0.00% | +437 | New |
| CIBC Private Wealth Group, LLC | 472 | $28.4K | 0.00% | +348+280.6% | Added |
| Evelyn Partners Investment Management Services Ltd | 480 | $28.9K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 481 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 484 | $29.1K | 0.02% | +209+76.0% | Added |
| Private Trust Co NA | 500 | $30.1K | 0.00% | +108+27.6% | Added |
| Umb Bank N A | 544 | $32.8K | 0.00% | +544 | New |
| Millstone Evans Group, LLC | 555 | $33.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 587 | $35.3K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 600 | $36.1K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 663 | $39.9K | 0.00% | −51−7.1% | Reduced |
| Wealth Preservation Advisors, LLC | 678 | $40.8K | 0.02% | −2−0.3% | Reduced |
| Global Retirement Partners, LLC | 684 | $41.2K | 0.00% | +277+68.1% | Added |
| Wealthspire Advisors, LLC | 686 | $41.3K | 0.00% | +686 | New |
| Steward Partners Investment Advisory, LLC | 745 | $44.9K | 0.00% | +185+33.0% | Added |
| Wexford Capital LP | 907 | $54.6K | 0.02% | +907 | New |
| Redwood Park Advisors LLC | 975 | $58.7K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,057 | $61.2K | 0.00% | +741+234.5% | Added |
| Tower Research Capital LLC (TRC) | 1,054 | $63.5K | 0.00% | +991+1,573.0% | Added |
| Pinnacle Bancorp, Inc. | 1,075 | $64.7K | 0.02% | 00.0% | Unchanged |